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Vanguard S&P 500 ETF

1,790 hedge funds and large institutions have $108B invested in Vanguard S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 834 increasing their positions, 548 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
+52
Holders Change %
+2.99%
% of All Funds
31.44%
Holding in Top 10
391
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.36%
% of All Funds
6.87%
New
128
Increased
834
Reduced
548
Closed
51
Calls
$285M
Puts
$1.11B
Net Calls
-$829M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
851
Well Done LLC
Michigan
$2.71M +$168K +426 +7%
DWT
852
Dorsey & Whitney Trust
South Dakota
$2.7M -$2.31M -5,855 -46%
PFA
853
Paradigm Financial Advisors
Missouri
$2.7M +$48.9K +124 +2%
MWM
854
Merriman Wealth Management
Washington
$2.69M +$235K +595 +10%
CCFM
855
Clear Creek Financial Management
Washington
$2.68M +$135K +341 +5%
MFWM
856
Motley Fool Wealth Management
Virginia
$2.68M -$100K -254 -4%
MCA
857
Magnolia Capital Advisors
Mississippi
$2.67M -$210K -533 -7%
TWM
858
Triton Wealth Management
Arizona
$2.66M -$6.99K -17 -0.3%
WT
859
Whittier Trust
California
$2.66M -$256K -650 -9%
BWFA
860
Baltimore-Washington Financial Advisors
Maryland
$2.66M +$143K +362 +6%
CFA
861
Carroll Financial Associates
North Carolina
$2.64M +$507K +1,285 +24%
PAM
862
Private Asset Management
California
$2.64M -$70.2K -178 -3%
DIA
863
Dana Investment Advisors
Wisconsin
$2.63M +$90.3K +229 +4%
KOC
864
Koss-Olinger Consulting
Florida
$2.63M -$43K -109 -2%
W
865
Wealthquest
Ohio
$2.61M -$536K -1,360 -17%
CFD
866
Creative Financial Designs
Indiana
$2.6M +$132K +335 +5%
KBFS
867
Kohmann Bosshard Financial Services
Ohio
$2.6M +$1.21M +3,075 +87%
JGIA
868
Jackson Grant Investment Advisers
Connecticut
$2.58M -$58K -147 -2%
IP
869
Intellectus Partners
California
$2.56M -$227K -573 -8%
S
870
SignatureFD
Georgia
$2.56M +$623K +1,580 +32%
CCB
871
Cutter & Co Brokerage
Missouri
$2.56M +$250K +634 +11%
SC
872
Soundwatch Capital
Connecticut
$2.55M +$2.55M +6,458 New
MAA
873
Matrix Asset Advisors
New York
$2.54M +$2.54M +6,430 New
SFS
874
Summit Financial Strategies
Ohio
$2.53M +$83.6K +212 +3%
TFS
875
TrustCore Financial Services
Tennessee
$2.53M +$104K +263 +4%